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Jan 29, 2013
01/13
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they didn't mind paying the taxes. they are buying back stock. what a good call. >> all true. it's an interesting point you make, one that we perhaps don't focus enough on, in creating enthusiasm amongst your own employee base in order to attract talent, in order to keep talent. she seems to be having success at doing that. >> she has charisma. >> it is about free cafeteria food and issuing iphones to employees. >> it's important when it's a turn-around story and there has to be one or two more quarters for the results to be seen. that's a great point you made, because these are needed expectations, the fact that they beat, and they show the business lines weren't doing much worse. but revenues were better than consensus. it was a stability quarter. they bought back a lot of stock, because it's extremely investment friendly. >> a number of directors on the board will be focused on that. dan loeb is still in there. probably will be for some time. and has done very well with it. that helps also. he was key in terms of at least the appointment of mayer to the job. >> but look, th
they didn't mind paying the taxes. they are buying back stock. what a good call. >> all true. it's an interesting point you make, one that we perhaps don't focus enough on, in creating enthusiasm amongst your own employee base in order to attract talent, in order to keep talent. she seems to be having success at doing that. >> she has charisma. >> it is about free cafeteria food and issuing iphones to employees. >> it's important when it's a turn-around story and there...
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Jan 28, 2013
01/13
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we will see a huge increase in gdp and after tax income in the fourth quarter mainly december, at least 100, 120 billion of extra income from 2013 recognized in december to beat the higher tax brackets, capital gains increase. so, in other words, the economy now feels like 20% increase in take home pay has been given to the economy. it feels good. the problem with that, that income was going to be recognized this year, no longer here to be recognized. we're seeing a slowdown in income as we come forward. the best theater on tv to me wasn't to social inept types, but the fact that some of your -- the guests this morning, from companies were being like, do you see an increase in the economy? are things growing or things better? they're selling stock in aggregate, not buying stock anymore. to me, that means companies do not see what's going on as an improved economy. one more point if i can. >> yes. real quick. >> i'm sorry. >> go on. >> real estate. interest rates up on 10 years, refi of stock. the real estate market was a big add to qe-1 last year and a negative to qe-1 this year. >> chu
we will see a huge increase in gdp and after tax income in the fourth quarter mainly december, at least 100, 120 billion of extra income from 2013 recognized in december to beat the higher tax brackets, capital gains increase. so, in other words, the economy now feels like 20% increase in take home pay has been given to the economy. it feels good. the problem with that, that income was going to be recognized this year, no longer here to be recognized. we're seeing a slowdown in income as we...
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Jan 25, 2013
01/13
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if they wanted to bring it back, they have to pay an additional 20% tax right now. unless the tax laws are changed through repatriation, i think that cash is just going to sit there offshore. >> or do another skype deal where they use that cash? >> you could use it, particularly for offshore acquisitions. but for the most part i think it's not able to benefit shareholders. it's just sitting there offshore in mostly government bonds offshore. they could bring it back. i think what would be most likely would be a much more aggressive share repurchase. they won't do a one-time dividend like they did years ago. >> your sneaky long is up 1.5%, rick. thanks for stopping by. >> thank you. >> rick sherlund. >>> what do family ties and initial public offering have in common? we'll find out when the ceo of bright horizons joins us next. say farewell to secretary geithner. we'll talk about his legacy and the challenges for his successor, jack lew. ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new p
if they wanted to bring it back, they have to pay an additional 20% tax right now. unless the tax laws are changed through repatriation, i think that cash is just going to sit there offshore. >> or do another skype deal where they use that cash? >> you could use it, particularly for offshore acquisitions. but for the most part i think it's not able to benefit shareholders. it's just sitting there offshore in mostly government bonds offshore. they could bring it back. i think what...
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Jan 31, 2013
01/13
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ahead of the tax years, 268 billion in december of 2012. of course, we will pay for this surge, the surge in dividends at & ul rate, borrow from this year, dividends rising, still a ways to go to get back to the '08 level. but if we ever do, but this surely means fewer dividend payments for the rest of this year. there is an upside of this, of course, helps government revenue. the treasury having its best december since that tame 2004 december month with a gain. that is up from december a year ago there is the chart that we are talking about this is the month on month year-on-year change for december, going back to 1994. of course this dividend sloshing around could help stocks in january if it's not spent, got to be invested. some ends up in stocks, see if some ends up in spending. >> interesting. you got to wonder if the rotation into stocks out of bonds was that or if it was rotation out of dividend payment nice stocks. >> some people plot it back in, go back into stocks. >> your thoughts on mfp tomorrow and the degree which the last few
ahead of the tax years, 268 billion in december of 2012. of course, we will pay for this surge, the surge in dividends at & ul rate, borrow from this year, dividends rising, still a ways to go to get back to the '08 level. but if we ever do, but this surely means fewer dividend payments for the rest of this year. there is an upside of this, of course, helps government revenue. the treasury having its best december since that tame 2004 december month with a gain. that is up from december a...